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Coronavirus-Covid19-Florida-Update

Summary of State & Federal Financial Responses to COVID-19 Crisis

By Contributing Staff | March 29, 2020

UPDATED SUN. MARCH 29, 2020 In the interest of keeping clients, friends, and our communities informed, we have created a list of financial-related responses by State and Federal governments to the current crisis. Updates to come as new information becomes available.  FEDERAL ANNOUNCEMENTS The CARES Act  ($2.2 trillion) The largest fiscal stimulus in American history…

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Diversification-and-Asset-Allocation

Asset Allocation, not Stock Picking, May Have More Impact on Your Portfolio’s Success

By Contributing Staff | February 19, 2020

Asset Allocation and Portfolio Success: 90% of an Investment Portfolio’s Returns May Result from Proper Asset Allocation, not Stock Picking A 2000 study by economists Roger Ibbotson and Paul Kaplan concluded that more than 90% of a portfolio’s long-term returns may be driven by its asset allocation. For starters, what exactly is “Strategic Asset Allocation”…

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Estate-Tax-Planning

Estate Planning 101: A Beginner’s Guide to Estate Planning Basics

By Contributing Staff | December 11, 2019

An Introduction to Estate Planning Strategies Do you have a will or estate plan? Many individuals and families overlook the need for estate planning in the belief that if they don’t possess significant wealth or a complicated situation, a plan is not required. At Cary Stamp & Co., we believe every individual and family should…

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Using 529 Plans to Maximize Education Savings and Minimize Taxes

By Contributing Staff | September 27, 2019

The cost of college tuition continues to increase every year with most college planning experts projecting a 6% annual increase each year. One might ask, “How do I save for my child’s college education if I cannot even afford the costs now, let alone in the future when my child enters college?” In previous generations,…

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Buy-Sell Agreements: What Every Business Owner Should Know

By Contributing Staff | August 15, 2019

As a business owner, your focus is on daily operations and growing the business. Consequently it can be difficult to carve out time to consider long-term issues and contingency planning such as ensuring the continuity of the business should anything happen to you or a partner. For most business owners, such planning requires establishing a…

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